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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-16 |
Branch Locations
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES
1325 Main St. Unit #301, Katy, TX 77494 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ims Securities, Inc. | Houston | TX | 11/2009 | 11/2017 |
| Ims Financial Advisors, Inc. | Houston | TX | 11/2009 | 11/2017 |
| Momentum Independent Network Inc. | Dallas | TX | 11/2017 | Present |
Eagle Lake Recreation Center - Volunteer on the Board of Directors Finance Committee - Start 1.20.21 and will end 12.31.21 - 210 Golf Course Rd. Eagle Lake, Tx. 77434 - zero hrs during business hrs - 5 hrs per month during non-business hrs - no conflicts of interest.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-26 |
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